J.P. Morgan Wealth Management – Private Client Advisor - Northwest Indiana

At J.P. Morgan Chase, we are dedicated to helping our clients achieve their financial goals by delivering exceptional service and innovative investment solutions. We build strong relationships with diverse clients, leveraging cutting‑edge digital technology while maintaining a steadfast commitment to diversity and inclusion.

• Champion and support your teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients based on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity, always doing right by clients.
• Educate clients on available technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and offer financial coaching beyond investments.
• Embrace digital innovations to help clients feel confident and use our services anytime, anywhere.

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating relationships, and partnering with key stakeholders.
• Commitment to goals‑based planning and advice.
• Valid and active Series 7 license.
• Valid Series 66 (or 63/65) license, or must obtain within 60 days of start date.
• Valid Life, Health, and Long‑Term Care Insurance license, or must obtain within 60 days of start date.

• CFP® certification is preferred.
• Bachelor’s degree preferred.

• Not FDIC insured.
• Not insured by any federal government agency.
• Not a deposit or guaranteed by JPMorgan Chase Bank, N.A. or its affiliates.
• Subject to investment risks, including possible loss of principal.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co.

Products are not available in all states.

Chase is a leading financial services firm helping half of America’s households and small businesses achieve their goals through a broad range of products. Our mission is to create lifelong relationships by placing customers at the heart of everything we do. We support small businesses, nonprofits, and cities, delivering solutions that meet their financial needs.

We offer a competitive total rewards package including base salary, commissions, discretionary incentive compensation, and a comprehensive benefits suite (healthcare, retirement plan, childcare, tuition reimbursement, mental health support, financial coaching, and more). Eligibility and details are discussed during the hiring process.

We recognize that the diverse talents we bring to our global workforce are essential to our success. We are an equal‑opportunity employer and do not discriminate based on protected attributes. We provide reasonable accommodations for applicants and employees.
Equal Opportunity Employer/Disability/Veterans

• Not Applicable

• Full‑time

• Finance and Sales

Referrals increase your chances of interviewing at JPMorgan

Chase by 2x.

Location:

Evansville, IN. Salary: $80,000.00–$ (parts)